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WMS Partners’s Palo Alto Networks PANW Stock Holding History

WMS Partners’s Portfolio PANW Stock Details PANW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,090
Closed -$380K – 194
2024
Q4 		$380K Buy
2,090
+314
+18% +$59.3K 0.02% 218
2024
Q3 		$304K Buy
+1,776
New +$299K 0.02% 227
2023
Q3 		– Sell
-1,684
Closed -$215K – 274
2023
Q2 		$215K Buy
+1,684
New +$175K 0.02% 263

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WMS Partners's PANW Position: Q1 2025 in Review

WMS Partners sold out of Palo Alto Networks (PANW) in Q1 2025, closing a stake of 2,090 shares — an estimated $380K sold.

WMS Partners first reported a position in PANW in Q2 2023 and held it in 3 quarters. The position peaked at $380K in Q4 2024. 2,256 funds tracked by Wall St. Rank hold PANW as of Q1 2025.

  • WMS Partners reported no remaining Palo Alto Networks position as of Q1 2025 after selling out during the quarter.
  • WMS Partners sold 2,090 Palo Alto Networks shares in Q1 2025, an estimated $380K.
  • WMS Partners first reported a position in Palo Alto Networks in Q2 2023 and held it in 3 quarters.
  • WMS Partners's Palo Alto Networks position peaked at $380K in Q4 2024.
  • 2,256 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.